Senior Wealth Planner

Location: Boston, United States

Base salary: $170,000–$230,000 per year, plus annual target bonus.

Company

hirify.global is a global financial services firm providing specialist expertise, technology solutions, and private banking and investor services through a partnership-based approach.

What you will do

• Support the Boston Relationship Management team by reviewing estate planning documents, preparing client presentation materials, and analyzing complex estate, tax, trust, and philanthropic matters.
• Advise Private Banking clients on estate planning, investment, and asset allocation issues.
• Support Relationship Management teams and Bankers on trust administration and estate planning.
• Contribute to Private Banking growth through referrals, additional assets from existing clients, and prospect development.
• Write articles, participate in external engagements, and build relationships within high-net-worth communities.
• Coordinate with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners on marketing materials and events.

Requirements

• JD required; LLM or CPA is advantageous.
• At least 7 years of experience practicing trusts and estates law with high-net-worth clients, including clients with more than $20 million.
• Strong understanding of sophisticated estate planning techniques for high-net-worth clients.
• Experience illustrating client estate plans using Numbercruncher, Excel, PowerPoint, and eMoney.
• Ability to multitask, solve problems independently, and build professional networks.

Culture & Benefits

• Collaborative environment with opportunities to contribute beyond the defined role.
• Direct access to clients, information, and experts across business areas worldwide.
• Professional growth opportunities and exposure to new challenges.
• Inclusive culture that values diverse perspectives and transferable experience.
• Benefits focused on health, financial security, income protection, professional development, and time off.
• Volunteer opportunities and flexibility to support personal and family experiences.